Top Business Consulting Firm
Koltin Consulting Group, Inc. has been serving the accounting and financial industries, as well as other professional services firms, for decades. At its helm is Allan D. Koltin, a strategic consultant and partner to many of the Top 500 national, regional and local accounting firms. He is also a nationally recognized public speaker. His expertise in M&A has put him at the heart of over 160 accounting firm mergers, including some of the largest in the industry
In 2023, Accounting Today ranked Allan as the Second most influential person, according to their “Top 100 Most Influential People in the Profession” rankings. Reach out to Allan at [email protected] to see how he can assist you and your firm.
Articles and Knowledge
Koltin Consulting Group associates are frequently asked to lend their knowledge and expertise to various trade publications by contributing articles. Click here to view full articles
Allan Koltin served as principal advisor to EisnerAmper and Tighe, Kress & Orr in their recently-announced merger.
CRI and ProSport CPA recently merged, with Allan Koltin serving as principal advisor to both firms.
Citrin Cooperman acquired S&G, with Allan Koltin serving as principal advisor to both firms.
Crowe’s just-announced merger with Belt Harris Pechacek included having Allan Koltin serve as principal advisor to both firms.
Crete Professionals Alliance and Reid Tax Advisory Services both utilized Allan Koltin as principal advisor in their recent merger.
BGBC and Springline Advisory turned to Allan Koltin as principal advisor to both firms in their recent deal.
Allan Koltin was principal advisor to both Citrin Cooperman and Keefe McCullough in their recent merger.
Baker Tilly and Hellman & Friedman turned to Allan Koltin as principal advisor for their recent deal.
Citrin Cooperman and Coleman Huntoon & Brown both had Allan Koltin serve as their principal advisor in their just announced merger.
Allan Koltin was the principal advisor to EisnerAmper and SKP in their recent merger.
Cohen & Co. and Szymkowiak‘s recent merger saw Allan Koltin serving as principal advisor to both firms.
Eide Bailly recently merged in Secore & Niedzialek, with Allan serving as principal advisor to both firms.
Allan Koltin served as principal advisor to both Citrin Cooperman and Gettry Marcus in their recent merger.
MGO and J. Arthur Greenfield just announced their merger for which Allan Koltin served as principal advisor to both firms.
Allan Koltin served as the principal advisor to both Armanino and Janover in their recent merger.
Building Indiana Business quoted Allan Koltin in their coverage of the Cherry Bekaert – MCM merger.
Smith+Howard’s merger with Market Street Partners saw Allan Koltin serving as principal advisor to both firms.
Allan Koltin was tapped as principal advisor to Cherry Bekaert and MCM in their recently announced merger.
When Wipfli merged in Clayton & McKervey, Allan Koltin served as primary advisor to both firms.
BPM and Fair Anderson & Langerman both reached out to Allan Koltin as advisor in their recent merger.
Allan Koltin was the primary advisor to Cherry Bekaert and Legier in their recent merger.
Marcum merged in McCarthy, with both firms using Allan Koltin as primary advisor.
Wealth Management Firm Creative Planning Acquires BerganKDV, with Allan Koltin serving as primary advisor to both firms.
Allan Koltin served as the primary advisor to Abdo and HGK in their merger.
Porte Brown and RVG Partners tapped Allan Koltin as their primary advisor in their recent merger.
NDH received P.E. investment from Unity Partners and Allan Koltin was the primary advisor to both firms.
Allan Koltin served as the primary advisor to both EisnerAmper and Morrison & Morrison in their recent merger.
CohnReznick announces merger with Daszkal Bolton. Allan Koltin served as primary advisor to both firms.
Allan Koltin served as the primary advisor to CBIZ/MHM and Somerset for their 2023 merger.
Carr Riggs & Ingram and Stanfield + O’Dell utilized Allan Koltin as primary advisor in their recent merger.
CLA and Sobel called on Allan Koltin to advise them in their recent merger discussions.
Allan Koltin was the primary advisor to both Citrin Cooperman and Berdon in their just-announced merger.
Citrin Cooperman completes merger with Chapman Bird & Tessler, with Allan Koltin serving as the primary advisor to both firms.
When Marcum merged in Melanson, Allan Koltin was the primary advisor to both firms.
Allan Koltin was the primary advisor to CRI and The Lanning Group in their just-announced combination.
Marcum announced their merger of E. Cohen, in which Allan Koltin served as the primary advisor to both firms.
Allan Koltin was the principal advisor to EisnerAmper and Lindsay & Brownell in their recent merger.
Baker Tilly merged in Henry+Horne, with Allan Koltin serving as principal advisor.
Smith+Howard received funding from PE firm Broad Sky Partners; Allan Koltin advised both firms.
Allan Koltin was the principal advisor to CLA and Concannon Miller in their recent merger.
CohnReznick and BKM Sowan Horan utilized Allan Koltin as their principal advisor in their recent merger.
Baker Tilly merges with True Partners Consulting; both utilized Allan Koltin as their principal advisor.
Pinion announces merger with Anderson ZurMuehlen; Allan served as principal advisor to both firms.
Allan Koltin was the principal advisor to both Marcum and Friedman in their merger.
EisnerAmper and Lurie both had Allan Koltin serve as principal advisor in their recent merger.
Allan Koltin advised both Citrin Cooperman and Untract Early in their newly-announced merger.
Carr, Riggs & Ingram and Alonso & Garcia utilized Allan as their principal advisor in their recent merger.
Citrin Cooperman and Shepard Schwartz & Harris both had Allan Koltin as principal advisor in their recent merger.
Allan was the principal advisor to Marcum and Piccerelli Gilstein in their recent merger.
Industry News
Allan Koltin was interviewed for Crain’s Cleveland Business’ article, “CBIZ Marks Completion of $2.3 Billion Marcum Acquisition“.
The Wall Street Journal interviewed Allan Koltin for their article, Private Equity Has Closer Ties to Companies’ Auditors than Ever Before“.
Crain’s Cleveland Business quoted Allan Koltin in “Cohen & Co. Receives Strategic Growth Investment from Lovell Minnick Partners.”
Accounting Today interviewed Allan Koltin for their article, “PE is Just the Start of Changes Coming for Firms“.
In “From Mother Ship Deals to ESOPs“, IPA interviewed Allan Koltin while exploring the Top 10 accounting firm structures shaping the future of the profession.
Allan Koltin said, “Looks like RSM might be the first of the “Big Ten*” to crack the code!” (The *Big Ten are: Deloitte, PWC, EY, KPMG, BDO, RSM, CBIZ, Grant Thornton, Forvis Mazars, and CLA International.)
Allan Koltin was the subject of IPA’s article, “Koltin Predicts Major Flips in CPA Firms as Private Equity Bets Pay Off.”
Allan Koltin was a presenter at the AICPA Executive Roundtable in New York this week. Accounting Today quoted Allan in its article on the event.
Allan Koltin was quoted in the CFO Brew article, “Private Equity is Reshaping the Accounting Profession.”
Inside Public Accounting covered Allan Koltin’s reaction to the CBIZ acquisition of Marcum announcement.
Crain’s Cleveland Business quoted Allan Koltin in their article, “CBIZ Prepares to Join Elite Firms…”
Accounting Today quoted Allan Koltin in their article, “CBIZ to Acquire Marcum in Megamerger.”
Allan Koltin was interviewed for Business Post of Ireland’s article, “Grant Thornton Crossroads.”
The Colorado CPA Society quoted Allan Koltin in their article, “What is the Greatest Flaw of Accounting Firm Leaders?”
Allan Koltin was interviewed for the Financial Times’ article, “US Accounting Firms Rethink Global Networks.”
Allan Koltin was interviewed for the Colorado CPA Society’s article, “Private Equity Investment Comes to Colorado Accounting Firms.”
Crain’s Chicago Business sought Allan Koltin’s perspective in its article on Sikich’s acceptance of Bain Capital’s PE investment.
Allan Koltin was interviewed for the INSIDE Public Accounting article, “Navigating the New Accounting Landscape.”
The Wall Street Journal quoted Allan Koltin in their article, “Accounting Firms Rethink Their Ownership Structure“.
The Financial Times quoted Allan Koltin in their article, “Private Equity Groups Poised to Own One in Three Top US Accounting Firms.”
The Accounting Today article reporting Sikich’s private equity investment included a quote from Allan Koltin.
Allan Koltin was quoted in the Financial Times article, “Private Equity Groups Step up Pursuit of White-Collar Partnerships.”
Accounting Today quoted Allan in their article,”Grant Thornton Gets Major PE Stake.”
Koltin Consulting Group partnered with Pointe Advisory on the paper “Future Impact of Generative AI on Professional Services”
Accounting Today interviewed Allan Koltin for their article, “The Flaw in the Partner Model: Partners”
The Illinois CPA Society featured Allan Koltin in its Winter 2023 edition – “In Play: Allan Koltin, CPA, CGMA”
Accounting Today quoted Allan Koltin in their article reporting Grant Thornton’s Private Equity Investment from New Mountain Capital.
Allan Koltin was ranked 2nd in the 2023 Accounting Today “Top 100 Most Influential People in Accounting” rankings.
“There have been many opinions on whether Private Equity will be successful within the accounting profession. My opinion has been that the successful ones will be those that start with a great CPA firm that combines with a great Private Equity group AND together have an aligned vision and set of goals for what they are trying to build together. It’s no different than a great marriage – each partner brings their unique skills, talents, values, and cultures to the table and when this happens, 1 + 1 can equal 11! ~ Allan Koltin in response to the Crain’s Chicago article “What Do We Really Know About Private Equity”
Accounting Today quoted Allan in their article, “BDO to Create ESOP with $1.3B Credit Deal.”
The Pittsburgh Business Times quoted Allan in their article,”Don’t Call Them Bean Counters. Or Accountants.”
Allan Koltin collaborated with Pointe Private Equity to produce the whitepaper, Investing in Accounting Firms – How to Assess the Attractiveness of an Accountancy.”
Allan Koltin was featured in the Inside Public Accounting article,”As a Wealth Management Firm Buys a Top CPA Firm…”
The Trusted Professional quoted Allan Koltin in their article, “As Private Equity Investment in CPA Firms Soars, Parties Need to be Mindful of Ethical Responsibilities.”
Thomson Reuters featured Allan Koltin in their article on the Rosenberg Survey results, “Capitalization Issues & Business Shifts…”
The Journal of Accountancy quoted Allan in their article, “Private Equity Eyes Accounting Firms Large and Small”
Allan Koltin was featured in the Thomson Reuters article on the Rosenberg Survey results, “Talent and Technology Top Accounting Industry Challenges”
Allan Koltin was interviewed by Accounting Today for their article, “The 2022 Top 100 People: The Pipeline Problem”
Accounting Today listed Allan Koltin as the 3rd most influential person in the accounting industry in their 2022 ranking!
Allan Koltin’ presentation at AAM’s November 4th EMERGE Conference was the subject of an IPA article.
Financial Times quoted Allan in their article on the US accounting industry and private equity cash.
Allan Koltin was interviewed for Yuri Kapilovich’s podcast, The Capital Contribution.
Accounting Today quoted Allan Koltin in it’s article regarding New Mountain Capital’s purchase of a majority interest in Citrin Cooperman.
Allan Koltin was interviewed for Insight Magazine’s article, “The Hand Of Private Equity In Accounting Firms.”
Koltin was quoted in Crain’s Cleveland Business article, “After 25 Years, Cohen & Co. Names New CEO”
Crain’s Chicago Business article, “Private Equity Circles a New Target: Accounting Firms“, feature quotes from Allan Koltin.
Allan Koltin was quoted in the Journal of Accountancy article on private equity and the accounting industry.
Thomson Reuters quoted Allan in their recent article, “As M&A Activity Reshapes the Tax & Accounting Profession, Private Equity Takes a Hand.”
Allan was quoted in IPA’s article regarding EisnerAmper’s private equity investment.
LP Accounting Firm Industry Insider Series: A Conversation with Practice Management and M&A Expert Allan Koltin.
Allan was quoted in Bloomberg Tax’s article, “CPA Firms Seek Fewer PPP Loans as Economic Picture Brightens.”
Inside Public Accounting quoted Allan Koltin for their article, “Consultant Says Private Equity Announcement Likely Coming Soon“.
Congratulations to Allan Koltin for being ranked as the Fifth Most Influential Person in the Accounting Industry!
For the 21st consecutive year, Allan Koltin was named to Accounting Today’s “Top 100 Most Influential People in Accounting” roster.
